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HBK Sorce Advisory’s Apollo Global Management APO Stock Holding History

HBK Sorce Advisory’s Portfolio APO Stock Details APO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$356K Buy
2,674
+57
+2% +$7.07K 0.01% 449
2025
Q4 		$348K Buy
2,617
+135
+5% +$17.9K 0.01% 448
2025
Q3 		$317K Buy
+2,482
New +$351K 0.01% 462

Other funds holding APO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

HBK Sorce Advisory's APO Position: Q1 2026 in Review

HBK Sorce Advisory increased its Apollo Global Management (APO) stake by 2.2% in Q1 2026, buying an estimated $7.07K and bringing the position to 2,674 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #449.

HBK Sorce Advisory first reported a position in APO in Q3 2025 and has held it in 3 quarters since. 1,129 funds tracked by Wall St. Rank hold APO as of Q1 2026.

  • HBK Sorce Advisory held 2,674 shares of Apollo Global Management worth $356K as of Q1 2026.
  • HBK Sorce Advisory bought 57 Apollo Global Management shares in Q1 2026, an estimated $7.07K.
  • Apollo Global Management made up 0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #449 holding.
  • HBK Sorce Advisory first reported a position in Apollo Global Management in Q3 2025 and has held it in 3 quarters since.
  • 1,129 funds tracked by Wall St. Rank held Apollo Global Management as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.